Investment Stewardship Analyst
Core
Support active ownership initiatives by researching, voting proxies, and engaging with portfolio companies to advance client investment goals and responsible investment programs.
Role type
Investment Stewardship Analyst
Builds
Proxy voting execution, engagement materials, and client reporting for mutual funds and institutional investors
Domain
Asset Management / Corporate Governance / ESG
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Proxy voting execution, corporate governance analysis, regulatory filing preparation, stakeholder engagement, data analysis, process improvement, client reporting, independent work, team collaboration, problem-solving
Preferred skills
Sustainability expertise, public policy knowledge, equity research background
Technologies
Microsoft Office, Adobe, SharePoint
Responsibilities
Prepare legal documents and EDGAR filings, review corporate actions and security lending, assemble research materials for voting, ensure accurate ballot execution per policy, assist in developing materials for proxy committees, collaborate on process improvements, respond to client inquiries regarding active ownership
Seniority
Mid-level, hands-on IC